Tarification

Boost conversions with automated post-meeting follow-ups

Swiftask syncs Orufy Bookings with your AI agents. As soon as a meeting ends, your thank-you emails and meeting summaries are sent automatically.

Resultat:

Never miss an opportunity. Ensure proactive, personalized follow-up for every lead.

Manual follow-up management holds back your growth

After an Orufy meeting, timing is critical. Yet, manually drafting emails, updating CRMs, and sending documents takes significant time. This delay hurts your conversion rate.

Les principaux impacts négatifs :

Loss of sales momentum: The longer you wait to send a summary, the more the prospect loses interest. Manual follow-up is often too slow.
Incomplete data entry: Meeting notes are often forgotten or partially entered, making the CRM outdated and useless.
Limited personalization: Sending generic templates doesn't build rapport. Lack of time prevents true personalization of your exchanges.

Swiftask analyzes your Orufy meeting data to generate and send tailored communications instantly. Your AI agent handles the follow-up while you move to your next meeting.

AVANT / APRÈS

Ce qui change avec Swiftask

Without Swiftask automation

You finish your Orufy call. You must open your email tool, draft a summary, update your CRM, and hope you don't forget to follow up. If you have back-to-back meetings, these tasks are pushed to the end of the day.

With Swiftask + Orufy Bookings

As soon as the meeting ends, the AI agent pulls the details, drafts a personalized email, updates your CRM, and schedules a follow-up. The prospect receives your summary in just minutes.

Setting up your follow-up workflow in 4 steps

ÉTAPE 1 : AI Agent configuration

Define the tone and goals for your post-meeting follow-up messages within Swiftask.

ÉTAPE 2 : Link with Orufy Bookings

Activate the Orufy Bookings connector so Swiftask receives data from every confirmed meeting.

ÉTAPE 3 : Define post-call actions

Set the actions: send email, update CRM, create tasks in your management tool.

ÉTAPE 4 : Launch the workflow

The agent runs automatically. Monitor performance from the dashboard.

Intelligent features for your follow-ups

The AI analyzes meeting type, prospect information, and commitments made during the call to adapt the content.

Connecteur cible : L'agent exécute les bonnes actions dans orufy bookings selon le contexte de l'événement.
Actions automatisées : Automatic generation of personalized follow-up emails. Automatic CRM field updates. Task creation for your team. Sending targeted documents based on context.
Gouvernance native : Every interaction is logged to ensure complete traceability of your customer relationship.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-orufy-bookings@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Immediate performance gains

1. Maximum reactivity

Follow-ups are sent instantly after the call, maximizing your conversion rate.

2. Reliable CRM data

Information is entered automatically, ensuring your CRM is always up to date.

3. Personalization at scale

The AI adapts every email to the specific context of the meeting.

4. Operational time saving

Free up hours every week by eliminating repetitive administrative tasks.

5. Standardized processes

Ensure every prospect receives the same high level of service quality.

Reliability and data protection

Swiftask applique des standards de sécurité enterprise pour vos automatisations orufy bookings.

Orufy data security: Your meeting data is processed via secure and encrypted connections.
Full control: You maintain control over automation rules and can change templates at any time.
GDPR compliance: Swiftask adheres to data protection standards for your client communications.
Total transparency: Every follow-up action is recorded in your audit logs.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Impact on your key metrics

Métrique	Avant	Après
Follow-up delay	Several hours	Under 5 minutes
CRM entry rate	60% (manual)	100% (automated)
Administrative time	10h/week	0h/week
Conversion rate	Standard	Measurable increase

Passez à l'action avec orufy bookings

Never miss an opportunity. Ensure proactive, personalized follow-up for every lead.

Synchronisez vos rendez-vous Orufy Bookings sur tous les fuseaux horaires

Cas d'usage suivant.